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  • Senior Paraplanner - Reading  

    Blakemore Recruitment
    - Reading
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    Senior Paraplanner – Reading (Hybrid)Salary: £55,000 + benefits A well... Read More
    Senior Paraplanner – Reading (Hybrid)Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What’s on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application. Read Less
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  • Chartered Financial Planner - London  

    Blakemore Recruitment
    - London
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    Chartered Financial Planner – London £80,000 – £95,000 Basic + Bonus +... Read More
    Chartered Financial Planner – London £80,000 – £95,000 Basic + Bonus + Full Benefits Minimum 5 Years’ Experience Required We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team. This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice — with the added benefit of inheriting a substantial, recurring-income client bank from day one. The Opportunity The successful candidate will: Take over an established portfolio of loyal, ongoing clients Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning Conduct annual and ongoing reviews Identify planning opportunities to improve client outcomes Work closely with an in-house paraplanning and administration team Operate within a strong compliance and governance framework This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development. About You Chartered Financial Planner (CII) status Minimum 5 years’ experience in a client-facing advisory role Strong technical knowledge across pensions, investments and retirement planning Experience managing an existing client bank Professional, consultative and client-centric approach What’s on Offer Inherited, well-maintained client portfolio Competitive basic salary (£80k–£95k depending on experience) Performance-related bonus Office based Full paraplanning & admin support Clear progression pathway within a growing firm Read Less
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  • Paraplanner - London/West End  

    Blakemore Recruitment
    - London
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    We are currently recruiting for Family Office based in the West End wh... Read More
    We are currently recruiting for Family Office based in the West End who are looking for a Paraplanner to join their team. They are looking for a Paraplanner who has completed the Level 4 Diploma.Position Summary: This a growing business, with a small, close knit team with an excellent working environment and culture. This position will work in collaboration with the Financial Adviser, Client Manager and other colleagues, you will assist in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records. The role will involve promoting the company’s services in a professional and FCA compliant manner. Core Duties & Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Keep clear and updated records of client communications including client related communications with third parties Working with the Financial Adviser and Client Manager you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report. Manage client workflow and be able to retain a clear overview of client workload and in progress cases. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for clients to check and sign. You may at times be required to assist and provide support with administrative functions, for example: new business processing, data updates, collating, organising and preparing future planning meetings with the client on behalf of the Financial Adviser. You may also be required to assist in preparing and attending client meetings to provide follow up notes and manage any actions. You may also be required to participate in the Investment Committee and working with external third parties for delivery of our investment strategies and due diligence processes. You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review. Qualifications and Skills: Essential: Level 4 Diploma for Financial Advisers (either through the CISI or CII) Financial Services Experience Paraplanning experience Strong knowledge of all investment, life and pension products Desirable: Working towards Certified or Chartered Financial Planner Status Technical knowledge areas – Tax, Trusts, Pensions, IHT planning/ investments Experience working with Iress/ Adviser Office Technical knowledge may be validated from time to time through internal assessment. Key Skills: Understanding of the Financial Planning process Able to work within defined business processes Ability to achieve agreed outcomes without supervision Prioritise and plan own workload and client workflow Detailed and accurate Ability to understand and analyse financial and non-financial data Excellent interpersonal skills, both written and verbal Experience in writing complex and detailed reports for cases Ability to multitask and prioritise independently and effectively Ability to work independently and in a team Competent in desktop applications (proficient in Microsoft Word, Excel and Outlook) Read Less
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  • Paraplanner - Investment Management  

    Blakemore Recruitment
    - City of London
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    Our client is a well regarded Investment Management/DFM business with... Read More
    Our client is a well regarded Investment Management/DFM business with a highly respected and very successful presence within the UK financial services market. Due to expansion they are now looking to expand its technical team by recruiting for an experienced Diploma/nearly qualified Paraplanner.Your duties will be to support a number of Financial Planner with all aspects of Paraplanning. You must be full Level 4 or very close too with a solid work history in a Paraplanning capacity within an HNW IFA or Wealth Management environment. This is not a bog standard Paraplanner role, very interesting. On offer is a great opportunity to be a part of a great forward thinking and progressive Financial Planning business. Read Less
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  • Paraplanner - Ascot  

    Blakemore Recruitment
    - Ascot
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    We are currently recruiting for a highly regarded Financial Planning p... Read More
    We are currently recruiting for a highly regarded Financial Planning practice based in Ascot who are looking to recruit a Paraplanner. The firm is approx. 80 people currently, across three locations.They offer hybrid working. 3 days in the office each week and 2 days remote working. Responsibilities: Collating client information including soft and hard facts (fact finding) Reviewing client information with Adviser to formulate recommendations Make client recommendations and prepare client report for approval by Adviser Research products, providers and funds Responsibility for the Model Portfolio Programme Supervise Administrators to prepare and submit application forms Prepare Suitability Reports, Pension Analysis Reports and discussion reports to be reviewed with the Adviser Responsibility for running the review programme to ensure all clients are offered their annual/bi-annual reviews On-going development of procedures and report templates Ensuring that the Advisers are always prepared for their meetings. Organising the team to make sure forms are prepped and meeting constant deadlines for generating the reports for all meetings (including review meetings) Skills: Product knowledge - Pensions including pension transfers (analysis of Defined Benefit Schemes), Investments, ISA’s, Investment Bonds, Offshore Investment Bonds, WRAPs and Platforms. Fund research Portfolio planning Report writing Strong analytical skills IT skills: Previous experience of Intelliflo/Intelligent Office, FE Analytics and Synaptic product research/fund research desirable. MS Office and internet essential. Education and training: Fully qualified or working towards CII Diploma in Financial Planning CII Paraplanning qualification desirable (we would encourage this exam to be sat if not already obtained) Record of continuing development and technical learning especially in relation to pensions Experience: Experience working in a Paraplanner role within an IFA practice and ideally 3+ years’ experience in a financial services support/advice role Experience of intensive fund research and the running of model portfolios Personal attributes: Proven record of developing team and client relationships Commercial awareness Attention to quality and accuracy Excellent communication skills Able to organise workload and meet deadlines Motivated and able to work on own initiative Read Less
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  • Paraplanning Manager  

    Blakemore Recruitment
    - Harpenden
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    Paraplanning ManagerHarpenden, Hertfordshire Salary: £65,000-£70,000 W... Read More
    Paraplanning ManagerHarpenden, Hertfordshire Salary: £65,000-£70,000 We are seeking an experienced Paraplanning Manager to lead and develop our paraplanning function in Harpenden. This is a senior role for someone who combines strong technical expertise with proven leadership and people-management skills. The Role As Paraplanning Manager, you will be responsible for overseeing the delivery of high-quality paraplanning support to advisers, managing workflows, and ensuring technical excellence and compliance across the team. Key responsibilities include: Managing and mentoring a team of paraplanners Overseeing the preparation and quality of suitability reports and financial planning documentation Managing workloads, deadlines, and service standards Acting as a technical lead and point of escalation Supporting process improvements and best practice across the paraplanning function Working closely with advisers, compliance, and senior management About You To be successful in this role, you will need: A minimum of 5 years’ experience in a paraplanning management role Strong technical knowledge across pensions, investments, and wider financial planning Proven experience leading, developing, and motivating paraplanning teams Excellent attention to detail and organisational skills Strong communication skills and the confidence to liaise with senior stakeholders What’s on Offer Competitive salary of £65,000-£70,000 A senior, influential role within a growing and professional firm Opportunity to shape and develop the paraplanning function Supportive and collaborative working environment If you’re an experienced paraplanning leader looking for your next step in a respected firm based in Harpenden, we’d love to hear from you. Read Less
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  • Employee Benefits Administrator - London  

    Blakemore Recruitment
    - London
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    Employee Benefits AdministratorLocation: London Salary: £50,000 We are... Read More
    Employee Benefits AdministratorLocation: London Salary: £50,000 We are a growing, values-led employee benefits and financial services firm working closely with corporate clients to design, implement and administer high-quality workplace benefit solutions. Due to continued growth, we are seeking an experienced Employee Benefits Administrator to support advisers and a portfolio of corporate clients. The Role Working alongside advisers, you will play a key role in overseeing and managing corporate employee benefit arrangements. This is a varied, hands-on position involving the day-to-day administration of pension and non-pension schemes, supporting HR teams and responding to employee queries. The role focuses on the ongoing servicing of workplace benefit arrangements, including renewals, membership changes and provider liaison, ensuring a consistently high level of client service. Key Responsibilities Act as a primary point of contact for corporate client and employee queries Administer joiners and leavers across pension and insurance schemes Request and manage new business and renewal quotations from providers Process new business accurately through the back-office system Manage claims, on-risk matters and pension scheme administration Coordinate annual renewals for insurance schemes and health cash plans Gather and summarise scheme information from providers Support advisers with renewal presentations and recommendation reports Review and issue policy documents, accounts and client invoices Build strong working relationships with HR teams and insurance/pension providers About You You will be an organised and detail-focused administrator with proven experience in employee benefits, who enjoys working in a client-facing role and takes pride in delivering a high standard of service. Key skills and attributes include: Excellent attention to detail and record-keeping skills Strong verbal and written communication Ability to multitask and work effectively under pressure Proactive, with a natural sense of initiative High integrity and discretion when handling confidential information Strong IT skills, including MS Word, Excel and Outlook Confidence building internal and external relationships Experience & Qualifications Proven experience in an employee benefits administration role Good knowledge of insurance products and the wider benefits market Experience using CRM/back-office systems (Intelligent Office desirable) Professional qualifications such as CII RO or GR1 are advantageous What’s on Offer Hybrid working between home and London offices Supportive, collaborative working environment Opportunity to develop within a growing employee benefits team Long-term career progression for the right individual Read Less
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  • Financial Planner - High Wycombe  

    Blakemore Recruitment
    - High Wycombe
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    Financial Planner – High Wycombe£70,000 + Bonus | All Leads Provided |... Read More
    Financial Planner – High Wycombe
    £70,000 + Bonus | All Leads Provided | High-Net-Worth Client BaseAre you an experienced and client-focused Financial Planner looking to elevate your career? We are seeking a highly professional adviser to join our respected wealth management team based in High Wycombe. This is an exceptional opportunity to work exclusively with high-net-worth clients, with all leads provided—no cold calling or self-generation required. About the Role As a Financial Planner, you will provide tailored, strategic advice across investments, pensions, retirement planning, estate planning, and wealth preservation. You will be joining a well-established firm with a strong reputation for delivering first-class client service. What We Offer £70,000 base salary + performance bonus High-quality, pre-qualified HNW leads supplied Strong administrative and paraplanning support A collaborative, professional environment focused on long-term client relationships Ongoing training, development, and career progression Key Responsibilities Deliver holistic financial advice to a portfolio of affluent and high-net-worth individuals Build strong, trust-based relationships and provide exceptional ongoing service Develop personalised financial plans aligned with clients’ long-term goals Work closely with internal support teams to ensure smooth client journeys About You Level 4 Diploma in Financial Planning (or equivalent) – Chartered status desirable Proven experience advising HNW clients Strong communication, professionalism, and client-relationship skills Highly ethical and committed to delivering outstanding advice If you're looking for a role with high-quality clients, guaranteed leads, and excellent earning potential, we would love to hear from you. Read Less
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  • Paraplanner - Horsham  

    Blakemore Recruitment
    - Horsham
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    Paraplanner - HorshamSalary: £45,000–£50,000 Location: Horsham (Hybrid... Read More
    Paraplanner - HorshamSalary: £45,000–£50,000 Location: Horsham (Hybrid Working Model 3 days in office 2 days WFH) Are you a qualified or part-qualified Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well-established, fast-growing financial planning team where you’ll play a key role in supporting advisers and delivering an exceptional service to a growing client base. You’ll enjoy a collaborative environment, strong team culture, and genuine opportunities for long-term progression. After an initial training period, you’ll benefit from a hybrid working model with a balance of remote, office and in-person interactions tailored to the needs of the role, the team and clients. The Role As a Paraplanner, you will provide technical support to financial advisers and help drive high-quality financial planning. This position suits someone analytical, detail-oriented, and proactive, with a passion for ongoing development. Key Responsibilities: Conduct detailed financial analysis to support adviser recommendations. Gather, organise and assess client financial information (income, expenditure, assets, liabilities). Use financial planning software to model scenarios and build projections. Prepare and review investment proposals and client reports. Collaborate with advisers to develop tailored financial strategies. Carry out product research and remain up to date on market developments. Ensure adherence to FCA regulations and internal compliance processes. Maintain accurate and up-to-date client records. Support the wider team with additional tasks as required. About You We are looking for someone who is confident, motivated and committed to professional growth. Qualifications: Working towards or holding the CII Level 4 Diploma in Regulated Financial Planning. Ambition to achieve Chartered status (fully supported). Minimum 5 GCSEs (grade A*–C / 9–4), including Maths and English. Skills & Experience: Strong understanding of pensions, investments, personal tax, protection and estate planning. Ability to perform basic tax calculations. Previous experience supporting financial advisers or working in a similar environment. Excellent organisational skills and ability to manage competing priorities. Strong written and verbal communication skills. Proficient with Microsoft Word, Excel and Outlook. Experience using financial planning/back-office systems (, Genovo, Intelliflo) is advantageous. Personal Qualities: High level of professional integrity and client focus. Strong analytical and problem-solving skills. Positive team player with strong interpersonal skills. Flexible, proactive and committed to continuous improvement. What’s on Offer Competitive salary: £45,000–£50,000  Comprehensive benefits package Full support with qualifications and professional development Clear progression opportunities Hybrid working arrangements Supportive, collaborative team culture Read Less
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  • Client Support Administrator - London  

    Blakemore Recruitment
    - London
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    Client Support – Financial Planning | £36,000 | Hybrid WorkingSalary:... Read More
    Client Support – Financial Planning | £36,000 | Hybrid WorkingSalary: £36,000-£38,000 Role: Client Support (IFA / Wealth Management) Location: London Working Pattern: Office-based during probation, then hybrid (3 days office / 2 days WFH) Are you an organised, detail-focused professional with experience in financial planning or wealth management? A highly reputable advisory firm is seeking a motivated Client Support professional to join their growing team. This is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering a world-class client experience. What You’ll Be Doing You’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Your responsibilities will include: Managing new business processing, including application preparation, tracking and liaising with third parties Supporting the client review and sales process, including research, valuations and meeting preparation Maintaining accurate client records across internal systems Coordinating protection quotes and ensuring clients are placed on risk Handling fee statements, investigating discrepancies and supporting compliance returns Assisting with investment queries and liaising directly with internal and external stakeholders General office support including scheduling, document preparation, scanning and client hospitality You’ll also contribute to improving processes, templates and office efficiency. About You The ideal candidate will have: At least 2 years’ experience in a similar role with an IFA, investment manager, platform or professional services environment Strong knowledge of investments, pensions and life assurance Excellent organisational skills with a structured, accurate and thorough working style Ability to multitask and perform well under pressure Strong communication skills with clients, colleagues and third parties Good IT skills across Microsoft Office and ideally systems such as Curo or Voyant A proactive, can-do attitude with strong attention to detail Working toward the CII Level 4 Diploma in Regulated Financial Planning is a plus but not essential.  Why Apply? Join a friendly, supportive, and professional team Hybrid working after probation Clear development and progression opportunities Support for relevant qualifications Read Less
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